Civic Intelligence

ALIGN FINANCIAL, LLC

Plan context: ALIGN FINANCIAL, LLC 401(K) P/S PLAN

EIN 82-1042337 • Hermantown, MN • 7 filings • 1 plans

4960 Miller Trunk Hwy Ste 600Hermantown, MN 55811
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$1,426,657

2025 Contributions

$446,852

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,426,657$713,329$0201920222025YearValue
$1,426,657Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1260201920222025YearValue
12Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025112$1,426,657$446,852$37,238iApproximate average salary by contribution assumption: employee only about $930,942 at 4% or $620,628 at 6%; with 50% employer match about $620,628 at 4% or $413,752 at 6%; with 100% employer match about $465,471 at 4% or $310,314 at 6%.
ALIGN FINANCIAL, LLC 401(K) P/S PLAN-12$1,426,657$446,852$37,238iApproximate average salary by contribution assumption: employee only about $930,942 at 4% or $620,628 at 6%; with 50% employer match about $620,628 at 4% or $413,752 at 6%; with 100% employer match about $465,471 at 4% or $310,314 at 6%.
202415$820,646$70,329$14,066iApproximate average salary by contribution assumption: employee only about $351,645 at 4% or $234,430 at 6%; with 50% employer match about $234,430 at 4% or $156,287 at 6%; with 100% employer match about $175,823 at 4% or $117,215 at 6%.
ALIGN FINANCIAL, LLC 401(K) P/S PLAN-5$820,646$70,329$14,066iApproximate average salary by contribution assumption: employee only about $351,645 at 4% or $234,430 at 6%; with 50% employer match about $234,430 at 4% or $156,287 at 6%; with 100% employer match about $175,823 at 4% or $117,215 at 6%.
202313$705,738$35,870$11,957iApproximate average salary by contribution assumption: employee only about $298,917 at 4% or $199,278 at 6%; with 50% employer match about $199,278 at 4% or $132,852 at 6%; with 100% employer match about $149,458 at 4% or $99,639 at 6%.
ALIGN FINANCIAL, LLC 401(K) P/S PLAN-3$705,738$35,870$11,957iApproximate average salary by contribution assumption: employee only about $298,917 at 4% or $199,278 at 6%; with 50% employer match about $199,278 at 4% or $132,852 at 6%; with 100% employer match about $149,458 at 4% or $99,639 at 6%.
202212$573,626$286,015$143,008iApproximate average salary by contribution assumption: employee only about $3,575,188 at 4% or $2,383,458 at 6%; with 50% employer match about $2,383,458 at 4% or $1,588,972 at 6%; with 100% employer match about $1,787,594 at 4% or $1,191,729 at 6%.
ALIGN FINANCIAL, LLC 401(K) P/S PLAN-2$573,626$286,015$143,008iApproximate average salary by contribution assumption: employee only about $3,575,188 at 4% or $2,383,458 at 6%; with 50% employer match about $2,383,458 at 4% or $1,588,972 at 6%; with 100% employer match about $1,787,594 at 4% or $1,191,729 at 6%.
202112$390,172$70,686$35,343iApproximate average salary by contribution assumption: employee only about $883,575 at 4% or $589,050 at 6%; with 50% employer match about $589,050 at 4% or $392,700 at 6%; with 100% employer match about $441,788 at 4% or $294,525 at 6%.
ALIGN FINANCIAL, LLC 401(K) P/S PLAN-2$390,172$70,686$35,343iApproximate average salary by contribution assumption: employee only about $883,575 at 4% or $589,050 at 6%; with 50% employer match about $589,050 at 4% or $392,700 at 6%; with 100% employer match about $441,788 at 4% or $294,525 at 6%.
202012$279,161$67,167$33,584iApproximate average salary by contribution assumption: employee only about $839,588 at 4% or $559,725 at 6%; with 50% employer match about $559,725 at 4% or $373,150 at 6%; with 100% employer match about $419,794 at 4% or $279,863 at 6%.
ALIGN FINANCIAL, LLC 401(K) P/S PLAN-2$279,161$67,167$33,584iApproximate average salary by contribution assumption: employee only about $839,588 at 4% or $559,725 at 6%; with 50% employer match about $559,725 at 4% or $373,150 at 6%; with 100% employer match about $419,794 at 4% or $279,863 at 6%.
201912$179,739$55,096$27,548iApproximate average salary by contribution assumption: employee only about $688,700 at 4% or $459,133 at 6%; with 50% employer match about $459,133 at 4% or $306,089 at 6%; with 100% employer match about $344,350 at 4% or $229,567 at 6%.
ALIGN FINANCIAL, LLC 401(K) P/S PLAN-2$179,739$55,096$27,548iApproximate average salary by contribution assumption: employee only about $688,700 at 4% or $459,133 at 6%; with 50% employer match about $459,133 at 4% or $306,089 at 6%; with 100% employer match about $344,350 at 4% or $229,567 at 6%.